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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-18 |
| CT | RA | APPROVED | 2025-01-24 |
Branch Locations
250 State Street Suite B-1, North Haven, CT 06473 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | North Haven | CT | 07/2008 | Present |
| Osaic Wealth, Inc. | North Haven | CT | 01/2025 | Present |
1): EUGENE W. HARRIS, LLC CATEGORY: REAL ESTATE RENTAL FOR INVESTMENT AND INSURANCE BUSINESS INVESTMENT RELATED: YES TITLE: OWNER DUTIES: PAY RENT TO THE LLC FOR USE OF THE OFFICE CONDO START DATE: 11/01/2000 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 2): HARRIS & CO. WEALTH MANAGEMENT 250 STATE ST. UNIT B1 NORTH HAVEN, CT 06473 CATEGORY: TAX PREPARATION INVESTMENT RELATED: NO TITLE: OWNER DUTIES: OFFER TAX PREPARATION SERVICES FEBRUARY - APRIL. START DATE: 01/01/83 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 20 3): EUGENE HARRIS 250 STATE ST. UNIT B-1, NORTH HAVEN, CT 06473 CATEGORY: NOTARY PUBLIC INVESTMENT RELATED: NO TITLE: NOTARY PUBLIC DUTIES: NOTARIZE DOCUMENTS. START DATE: 7/31/01 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 4) HARRIS & CO. WEALTH MANAGEMENT, 250 STATE ST. UNIT B1, NORTH HAVEN, CT 06473 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS SUCH AS FIXED AND INDEXED ANNUITIES, ACCIDENT, HEALTH, DISABILITY, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE. START DATE: 4/1/84 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-10-05 |
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